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MoxiWorks and Cloze Connect CRM Data Through RISE Integration

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MoxiWorks and Cloze Connect CRM Data Through RISE Integration

MoxiWorks and Cloze Connect CRM Data Through RISE Integration

PR Newswire

Published on : Aug 13, 2026

MoxiWorks is expanding the connectivity of its AI-powered real estate technology stack with a new integration between RISE and Cloze. The connection is designed to give real estate agents a synchronized view of contacts and activity across the two platforms, reducing duplicate data entry while extending access to campaigns, presentations and automation.

Real estate agents often work across a patchwork of customer relationship management, marketing and transaction platforms. While those systems can provide specialized capabilities, keeping customer records synchronized across them can create a persistent operational burden.

MoxiWorks is addressing part of that problem through a new integration between RISE, its native-AI relationship intelligence platform, and Cloze, an AI-powered real estate platform. Brokerages using both systems can now synchronize contacts and activity between RISE and Cloze.

The integration is designed to establish a more consistent source of customer information across the platforms. When contacts are synchronized, agents can use RISE campaigns, presentations and automations for those relationships without manually recreating records. Activity generated in RISE is also shared with the Cloze Intelligence Engine, allowing the platform to incorporate that information into its broader view of a client relationship.

For agents, the immediate benefit is straightforward: less duplicate data entry. Instead of maintaining contact information independently in two systems, the integration allows information to move between them automatically.

"If you're running Cloze and RISE side by side, you shouldn't have to think about which system has the latest version of a contact," said Krista Hannahs, Principal Product Manager, Integrations, at MoxiWorks.

The integration also illustrates a broader shift in real estate technology toward connected ecosystems rather than isolated applications. Agents increasingly rely on multiple platforms for marketing, customer relationship management, advertising, transaction management and business intelligence. Requiring users to choose one platform for every function can limit the usefulness of specialized tools.

MoxiWorks is positioning RISE around that open-ecosystem approach. The company says Cloze joins a growing collection of RISE integrations, including a two-way Canva integration, Promote, its digital advertising platform powered by Evocalize, and RateMyAgent.

The strategy is particularly relevant as AI becomes more deeply embedded in real estate software. AI-driven recommendations, relationship intelligence and automated follow-up depend heavily on the availability of accurate customer data. When information is fragmented across multiple applications, AI systems can have an incomplete picture of a client or prospect.

Cloze's own platform is built around extracting relationship intelligence from an agent's contacts and activity. Sharing RISE activity with the Cloze Intelligence Engine therefore gives Cloze more information to work with, while RISE can use synchronized contacts to activate its own marketing and engagement capabilities.

"We built Cloze to find the business hiding in an agent's contacts," said Alex Coté, Co-founder and CMO at Cloze. He said the integration is intended to provide agents with the benefits of both platforms while keeping their relationships and data connected across the tools they use.

The data-sharing model is important because CRM interoperability is becoming a competitive factor in SaaS. Historically, software companies often used proprietary data structures and integrations to keep customers within their ecosystems. More open approaches can make it easier for businesses to assemble technology stacks around their specific workflows.

That does not mean integrations eliminate every data-management challenge. Synchronization between systems still requires consistent data models, clear ownership rules and reliable handling of changes. For brokerages with large contact databases, the quality of the integration will ultimately depend on how accurately updates and activity are exchanged between platforms.

The MoxiWorks-Cloze integration is available now for agents, offices and brokerages using both products in markets served by MoxiWorks, including the United States, Canada, Australia, New Zealand and the United Kingdom.

MoxiWorks is also signaling that RISE's ecosystem will continue to expand. The company says transaction management integrations are planned as part of its broader 2026 integration strategy.

For real estate technology buyers, the direction is significant. The next generation of AI-powered CRM and relationship platforms will need to do more than generate insights inside their own applications. They will need to access relevant information wherever agents work and turn that data into actionable intelligence without forcing users to maintain multiple versions of the same customer relationship.

Market Landscape

The real estate technology market is becoming increasingly fragmented, with brokerages relying on specialized systems for CRM, marketing automation, advertising, transaction management and customer intelligence.

Platforms such as Salesforce, HubSpot and Microsoft Dynamics 365 have demonstrated the broader enterprise value of connected customer data, while vertical SaaS providers are adapting similar principles for specialized industries.

In real estate, interoperability can be particularly valuable because agents frequently operate independently while brokerages manage larger technology environments. A connected ecosystem can reduce repetitive administrative work and give AI systems access to richer relationship data.

The competitive question is shifting from which platform offers the most features to which platforms can work effectively together.

Strategic Outlook

MoxiWorks' RISE strategy points toward an AI-powered real estate technology ecosystem in which relationship intelligence is not isolated from marketing, advertising or transaction workflows.

The integration with Cloze provides a practical example of that model. Rather than replacing an existing platform, RISE connects with it and adds another layer of functionality.

As AI agents and automation become more common in real estate software, integrations could become increasingly important. The value of an AI system will depend not only on its underlying models but also on the breadth, accuracy and freshness of the data it can access.

Top Insights

• MoxiWorks and Cloze now synchronize contacts and activity, reducing duplicate data entry for agents using both AI-powered real estate platforms.

• RISE users gain access to campaigns, presentations and automations for synchronized Cloze contacts, extending marketing capabilities without manual record creation.

• Cloze receives RISE activity through the integration, giving its Intelligence Engine a broader relationship history for identifying referrals and opportunities.

• The integration reflects a wider SaaS shift toward open ecosystems, allowing real estate brokerages to connect specialized platforms instead of replacing existing technology.

• MoxiWorks plans additional RISE integrations, including transaction management, signaling a broader strategy to make AI relationship intelligence part of connected real estate workflows.

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